Investment Support Specialist

Teachers Federal Credit Union; Brentwood (NY); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Annual discretionary bonus program

Paid time off

401(k) company contribution

Dental & Vision premium paid

Tuition reimbursement

Employee discount on loans

Job summary

Teachers Federal Credit Union in New York, Brentwood area, seeks an Investment Services Support Specialist to provide sales and business development support for licensed investment product representatives. You will handle customer service, account changes, new accounts, and order processing under supervision, while maintaining CRM records and collaborating with advisors.

The role requires strong interpersonal and organizational skills, and a background in financial services.

Qualifications

• Minimum three years of experience in financial services.
• CRM knowledge required.
• High school diploma.
• FINRA Series 6/7 & 66 preferred.
• Notary Public preferred.
• Proficient in Microsoft Office, Excel, and PowerPoint.
• Strong interpersonal, problem-solving, and teamwork skills.
• Excellent Customer Service, New Business Development, Order Processing, Product/Brand Expertise, Develop Referrals, Execute orders, Sales Support, CRM software, Marketing/collateral.

Responsibilities

• Assists TruStage Advisors and external and internal partners with transactions.
• Maintains a sales and referral database and uses telemarketing to generate leads.
• Coordinates referrals, sales appointments, and information requests.
• Collaborates with advisors and clients to design, implement, and monitor financial plans.
• Assists with opening accounts, entering annuity orders, moving money requests, trades, and RMDs.
• Tracks client updates in multiple CRMs and completes client-related tasks.
• Manages calendars and schedules client meetings for TruStage Advisors.
• Liaises between LPL and investment companies for client issues and service requests.

Skills

CRM knowledge

Financial services experience

Interpersonal skills

Microsoft Office

Education

High school diploma

FINRA licenses preferred

Notary Public preferred

Tools

CRM platforms (e.g., Salesforce)

Microsoft Excel

PowerPoint

Job description

• Job Category Operations
• Employee Type Regular Full Time
• Required Degree High school
• Manage Others No

Description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary:

The Investment Services Support Specialist provides sales and business development support for one or more licensed or registered investment product sales representatives. The role performs customer service and administrative tasks, including answering product questions, supporting account changes, assisting with new account opening, and processing orders under the direction of licensed or registered representatives.

Education and/or Experience:

• High Diploma required
• Minimum three years of financial service industry experience required
• Intermediate CRM knowledge required
• Life & Health Insurance License preferred
• FINRA Series 6 or 7 & 66 Registered preferred
• Notary Public preferred
• Proficient in Microsoft Office, Excel, and PowerPoint
• Ability to prioritize and manage competing priorities
• Strong interpersonal, problem-solving, and teamwork skills
• Excellent Customer Service | New Business Development | Order Processing | Product/Brand Expertise | Develop Referrals | Execute orders | Sales Support | Customer Relationship Management (CRM) software | Marketing/collateral

Job Responsibilities:

• Assists TruStage Advisors and external and internal partners with transactions
• Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients
• Coordinates referrals, sales appointments, and requests for information
• Collaborates with advisors and clients to help design, implement, and monitor financial plans
• Assists with opening accounts, entering annuity orders, setting up move money requests, systematic trades, RMDs, & settled trades
• Tracks all client updates and interactions in multiple CRMs, as well as assign and complete client-related tasks
• Manages calendars and schedule client meetings for TruStage Advisors
• Troubleshoots tasks and acts as liaison between LPL and financial investment companies for client/prospect related issues and service requests
• Keeps advisor informed of all retail branch events and activities and participates when appropriate
• Coordinates and attends special events, meeting, and seminars
• Assists in preparation and review of marketing collateral by proofing for content, disclosures, and accuracy
• Remains current and knowledgeable of Teachers products, services, and promotions to advocate to members during interactions
• Assists in program reporting on a monthly basis
• Complies with NCUA and FINRA requirements
• Orders promotional items, display, and program marketing materials (via LPL MOD), ensuring they are up-to‑date
• Complies with all regulatory rules, written desktop procedures and company policies
• Performs other duties as needed upon request by immediate supervisor

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

• This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives.
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full‑time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $23.50 - $27.00/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers